agentxl 1.1.3 → 1.1.5

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package/README.md CHANGED
@@ -50,15 +50,13 @@ agentxl install
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  agentxl start
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  ```
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- | Command | What it does | When |
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- |---------|-------------|------|
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- | `npm install -g agentxl` | Installs AgentXL | Once |
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- | `agentxl install` | Registers the add-in with Excel (certs + manifest + loopback) | Once |
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- | `agentxl start` | Starts the local server | Every time |
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+ - `npm install -g agentxl` installs AgentXL globally
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+ - `agentxl install` — sets up HTTPS certificates and registers the add-in with Excel (one-time)
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+ - `agentxl start` starts the server and asks you to sign in with your AI provider
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- After `agentxl install`, open Excel → **AgentXL** appears on the **Home** ribbon. No Trust Center. No manual sideloading.
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+ Then open Excel → **AgentXL** appears on the **Home** ribbon.
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- > On first run, `agentxl start` will ask you to sign in with your AI provider.
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+ > No Trust Center. No sideloading. No manifest files. Just `agentxl start`.
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  ---
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@@ -74,9 +72,9 @@ The release ZIP is self-contained — bundled Node.js, no system install require
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  ---
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- ### Choose your AI provider
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+ ### AI provider
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- On first run, the CLI asks how to connect:
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+ On first run, `agentxl start` asks how to connect:
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  | If you have... | Pick | Why |
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  |---------------|------|-----|
@@ -90,7 +88,7 @@ On first run, the CLI asks how to connect:
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  ---
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- ### Start from a document folder
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+ ### Use it
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  1. Open Excel → click **AgentXL** on the Home ribbon
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  2. Link a **local folder** containing your source documents
@@ -103,30 +101,11 @@ Example prompts:
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  - **"Pull lease terms from these agreements into the lease schedule."**
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  - **"Show me which workbook cells came from which source files."**
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- ---
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-
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- ## Alternative install methods
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- ### Install the Excel add-in only (if you already have the server)
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- **Option A — Office Store (coming soon)**
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- 1. Open Excel → **Insert** → **Get Add-ins**
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- 2. Search **"AgentXL"** → click **Add**
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+ ### Don't see AgentXL in the ribbon?
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- > The Office Store listing is pending review. Use the `agentxl install` command or Option B/C below.
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-
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- **Option B Upload hosted manifest**
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- 1. Download [`manifest.xml`](https://satish860.github.io/agentxl/manifest/manifest.xml)
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- 2. Open Excel → **Insert** → **Get Add-ins** → **My Add-ins** → **Upload My Add-in**
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- 3. Browse to the downloaded `manifest.xml` → **Upload**
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-
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- **Option C — Shared folder catalog (persistent, Windows)**
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- 1. **Excel** → **File** → **Options** → **Trust Center** → **Trust Center Settings**
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- 2. Click **Trusted Add-in Catalogs**
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- 3. Add the `manifest` folder path from your release ZIP or the path printed by `agentxl start`
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- 4. Check **Show in Menu** → **OK** → **OK**
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- 5. **Restart Excel**
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- 6. **Insert** → **My Add-ins** → **SHARED FOLDER** → **AgentXL** → **Add**
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+ After `agentxl start` says "✅ Add-in registered with Excel", restart Excel and check:
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+ - **Home** ribbon → look for AgentXL
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+ - Or: **Insert** **My Add-ins** **SHARED FOLDER** → **AgentXL** → **Add**
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  ---
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@@ -269,13 +248,14 @@ agentxl --help Show help
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  1. **Is the server running?** Check for `✅ Server running` in your terminal.
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  2. **Does it work in the browser?** Open https://localhost:3001/taskpane/
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- 3. **Certificate not trusted?** Run `agentxl install` again it handles cert trust.
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+ 3. **Certificate not trusted?** Run `agentxl install` to re-trust certs, or: `npx office-addin-dev-certs install`
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  ### Add-in doesn't appear in Excel
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- Run `agentxl install` — it registers the manifest automatically. Then restart Excel.
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- If that doesn't work, use the manual shared folder catalog method (see [Alternative install methods](#alternative-install-methods)).
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+ `agentxl start` registers the add-in automatically on first run. If it still doesn't show:
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+ 1. Restart Excel
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+ 2. Check **Insert My Add-ins SHARED FOLDER AgentXL**
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+ 3. Or run `agentxl install` manually to re-register
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  ### Port 3001 already in use
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